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iShares IBoxx $ Invest Grade Corp Bd shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $896k 8.2k 108.92
2023-12-31 $910k 8.2k 110.66
2023-09-30 $893k 8.8k 102.02
2023-06-30 $947k 8.8k 108.14
2023-03-31 $960k 8.8k 109.61
2022-12-31 $923k 8.8k 105.43
2022-09-30 $922k 9.0k 102.49